AMD (NASDAQ: AMD) today announced the availability of the 5th Gen AMD EPYC processors, formerly codenamed "Turin," the world's best server CPU for enterprise, AI and cloud. Using the "Zen 5" core architecture, compatible with the broadly deployed SP5 platform and offering a broad range of core counts spanning from 8 to 192, the AMD EPYC 9005 Series processors extend the record-breaking performance and energy efficiency of the previous generations with the top of stack 192 core CPU delivering up to 2.7X the performance compared to the competition.

New to the AMD EPYC 9005 Series CPUs is the 64 core AMD EPYC 9575F, tailor made for GPU powered AI solutions that need the ultimate in host CPU capabilities. Boosting up to 5 GHz, compared to the 3.8 GHz processor of the competition, it provides up to 28% faster processing needed to keep GPUs fed with data for demanding AI workloads.

Super Micro Computer, Inc., a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, announces the launch of a new, versatile, high-density infrastructure platform optimized for AI inferencing at the network edge. As companies seek to embrace complex large language models (LLM) in their daily operations, there is a need for new hardware capable of inferencing high volumes of data in edge locations with minimal latency. Supermicro's innovative system combines versatility, performance, and thermal efficiency to deliver up to 10 double-width GPUs in a single system capable of running in traditional air-cooled environments.

"Owing to the system's optimized thermal design, Supermicro can deliver all this performance in a high-density 3U 20 PCIe system with 256 cores that can be deployed in edge data centers," said Charles Liang, president and CEO of Supermicro. "As the AI market is growing exponentially, customers need a powerful, versatile solution to inference data to run LLM-based applications on-premises, close to where the data is generated. Our new 3U Edge AI system enables them to run innovative solutions with minimal latency."

Today, Inflection AI and Intel announced a collaboration to accelerate the adoption and impact of AI for enterprises as well as developers. Inflection AI is launching Inflection for Enterprise, an industry-first, enterprise-grade AI system powered by Intel Gaudi and Intel Tiber AI Cloud (AI Cloud), to deliver empathetic, conversational, employee-friendly AI capabilities and provide the control, customization and scalability required for complex, large-scale deployments. This system is available presently through the AI Cloud and will be shipping to customers as an industry-first AI appliance powered by Gaudi 3 in Q1 2025.

"Through this strategic collaboration with Inflection AI, we are setting a new standard with AI solutions that deliver immediate, high-impact results. With support for open-source models, tools, and competitive performance per watt, Intel Gaudi 3 solutions make deploying GenAI accessible, affordable, and efficient for enterprises of any size." -Justin Hotard, Intel executive vice president and general manager of the Data Center and AI Group

Alongside German Chancellor Olaf Scholz, senior European government officials and European-based global enterprises, IBM (NYSE: IBM) today unveiled the first IBM Quantum Data Center located outside of the United States. It is the company's second quantum data center in the world and marks a significant expansion of its fleet of advanced, utility-scale quantum systems available to global users via the cloud.

Now online in Ehningen, Germany, Europe's first IBM Quantum Data Center includes two new utility-scale, IBM Quantum Eagle-based systems, and will soon feature a new IBM Quantum Heron-based system. These systems are capable of performing computations beyond the brute-force simulation capabilities of classical computers.

IBM announced today the completion of its latest expansion of the IBM Quantum Data Center in Poughkeepsie, New York, which operates the highest number of available utility-scale quantum computers at a single location in the world. These systems are a part of the more than a dozen quantum computers offered to global clients via the IBM cloud.

To advance its mission of bringing useful quantum computing to the world, IBM has heavily invested in deploying advanced quantum hardware architectures. First introduced late last year, the IBM Quantum Heron processor has now been deployed in IBM's global Quantum Data Center in Poughkeepsie.

AMD today announced that Oracle Cloud Infrastructure (OCI) has chosen AMD Instinct MI300X accelerators with ROCm open software to power its newest OCI Compute Supercluster instance called BM.GPU.MI300X.8. For AI models that can comprise hundreds of billions of parameters, the OCI Supercluster with AMD MI300X supports up to 16,384 GPUs in a single cluster by harnessing the same ultrafast network fabric technology used by other accelerators on OCI. Designed to run demanding AI workloads including large language model (LLM) inference and training that requires high throughput with leading memory capacity and bandwidth, these OCI bare metal instances have already been adopted by companies including Fireworks AI.

"AMD Instinct MI300X and ROCm open software continue to gain momentum as trusted solutions for powering the most critical OCI AI workloads," said Andrew Dieckmann, corporate vice president and general manager, Data Center GPU Business, AMD. "As these solutions expand further into growing AI-intensive markets, the combination will benefit OCI customers with high performance, efficiency, and greater system design flexibility."

Supermicro, Inc. a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today adds new maximum performance GPU, multi-node, and rackmount systems to the X14 portfolio, which are based on the Intel Xeon 6900 Series Processors with P-Cores (formerly codenamed Granite Rapids-AP). The new industry-leading selection of workload-optimized servers addresses the needs of modern data centers, enterprises, and service providers. Joining the efficiency-optimized X14 servers leveraging the Xeon 6700 Series Processors with E-cores launched in June 2024, today's additions bring maximum compute density and power to the Supermicro X14 lineup to create the industry's broadest range of optimized servers supporting a wide variety of workloads from demanding AI, HPC, media, and virtualization to energy-efficient edge, scale-out cloud-native, and microservices applications.

"Supermicro X14 systems have been completely re-engineered to support the latest technologies including next-generation CPUs, GPUs, highest bandwidth and lowest latency with MRDIMMs, PCIe 5.0, and EDSFF E1.S and E3.S storage," said Charles Liang, president and CEO of Supermicro. "Not only can we now offer more than 15 families, but we can also use these designs to create customized solutions with complete rack integration services and our in-house developed liquid cooling solutions."

As AI continues to revolutionize industries, enterprises are increasingly in need of infrastructure that is both cost-effective and available for rapid development and deployment. To meet this demand head-on, Intel today launched Xeon 6 with Performance-cores (P-cores) and Gaudi 3 AI accelerators, bolstering the company's commitment to deliver powerful AI systems with optimal performance per watt and lower total cost of ownership (TCO).

"Demand for AI is leading to a massive transformation in the data center, and the industry is asking for choice in hardware, software and developer tools," said Justin Hotard, Intel executive vice president and general manager of the Data Center and Artificial Intelligence Group. "With our launch of Xeon 6 with P-cores and Gaudi 3 AI accelerators, Intel is enabling an open ecosystem that allows our customers to implement all of their workloads with greater performance, efficiency and security."

According to new information from Tom's Hardware, AMD has announced plans to unify its consumer-focused gaming RDNA and data center CDNA graphics architectures into a single, unified design called "UDNA." The announcement was made by AMD's Jack Huynh, Senior Vice President and General Manager of the Computing and Graphics Business Group, at IFA 2024 in Berlin. The goal of the new UDNA architecture is to provide a single focus point for developers so that each optimized application can run on consumer-grade GPU like Radeon RX 7900XTX as well as high-end data center GPU like Instinct MI300. This will create a unification similar to NVIDIA's CUDA, which enables CUDA-focused developers to run applications on everything ranging from laptops to data centers.

Jack HuynhSo, part of a big change at AMD is today we have a CDNA architecture for our Instinct data center GPUs and RDNA for the consumer stuff. It's forked. Going forward, we will call it UDNA. There'll be one unified architecture, both Instinct and client [consumer]. We'll unify it so that it will be so much easier for developers versus today, where they have to choose and value is not improving.

IBM and Intel announced a global collaboration to deploy Intel Gaudi 3 AI accelerators as a service on IBM Cloud. This offering, which is expected to be available in early 2025, aims to help more cost-effectively scale enterprise AI and drive innovation underpinned with security and resiliency. This collaboration will also enable support for Gaudi 3 within IBM's watsonx AI and data platform. IBM Cloud is the first cloud service provider (CSP) to adopt Gaudi 3, and the offering will be available for both hybrid and on-premise environments.

"Unlocking the full potential of AI requires an open and collaborative ecosystem that provides customers with choice and accessible solutions. By integrating Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud, we are creating new AI capabilities and meeting the demand for affordable, secure and innovative AI computing solutions," said Justin Hotard, Intel executive vice president and general manager of the Data Center and AI Group.

AMD today announced the signing of a definitive agreement to acquire ZT Systems, a leading provider of AI infrastructure for the world's largest hyperscale computing companies. The strategic transaction marks the next major step in AMD's AI strategy to deliver leadership AI training and inferencing solutions based on innovating across silicon, software and systems. ZT Systems' extensive experience designing and optimizing cloud computing solutions will also help cloud and enterprise customers significantly accelerate the deployment of AMD-powered AI infrastructure at scale. AMD has agreed to acquire ZT Systems in a cash and stock transaction valued at $4.9 billion, inclusive of a contingent payment of up to $400 million based on certain post-closing milestones. AMD expects the transaction to be accretive on a non-GAAP basis by the end of 2025.

"Our acquisition of ZT Systems is the next major step in our long-term AI strategy to deliver leadership training and inferencing solutions that can be rapidly deployed at scale across cloud and enterprise customers," said AMD Chair and CEO Dr. Lisa Su. "ZT adds world-class systems design and rack-scale solutions expertise that will significantly strengthen our data center AI systems and customer enablement capabilities. This acquisition also builds on the investments we have made to accelerate our AI hardware and software roadmaps. Combining our high-performance Instinct AI accelerator, EPYC CPU, and networking product portfolios with ZT Systems' industry-leading data center systems expertise will enable AMD to deliver end-to-end data center AI infrastructure at scale with our ecosystem of OEM and ODM partners."

In a recent report by Mercury Research, AMD has shown significant progress in the CPU market during Q2 2024, particularly in the data center and laptop segments. AMD's most notable achievement comes in the server CPU space, where it now holds 24.1% of the market, a 5.6% increase year-over-year, and a 0.5% increase from the previous quarter. This growth is particularly impressive in terms of revenue, with AMD capturing 33.7% of server CPU revenue despite its lower unit share. This suggests that AMD's high-end EPYC processors carry premium prices in the data center market and are most of the unit volume. AMD has also made advancements in the laptop CPU segment, reaching a 20.3% market share. This represents a 1% increase from the previous quarter and a 3.8% rise year-over-year. The company's success in laptops can be attributed to solid demand for its existing products, propelled by Intel's reported supply issues with Meteor Lake processors.

However, AMD experienced a slight setback in the desktop CPU market, losing a 1% share to Intel quarter-over-quarter. AMD now controls 23% of this segment, compared to Intel's 77%. This dip may be due to AMD's preparation for the launch of its new Zen 5-based CPUs in August. Despite AMD's gains, Intel maintains its overall dominance in the CPU market. In the total client PC space, Intel holds a 78.9% market share, with AMD at 21.1%. Intel still holds the majority of revenue and market share on all fronts. However, AMD is executing well, and Intel's financial troubles could be a setback for team blue. More competition at every front is great to see, and we are curious to look at the data from upcoming quarters and analyze how well both of companies perform.

Today, Solidigm, a leading provider of innovative NAND flash memory solutions, announced the launch of the Solidigm D7-PS1010 and D7-PS1030 data center solid-state drives (SSDs). As the fastest PCIe 5.0 SSDs shipping in volume today, these drives are well suited for the IO intensity found in modern mainstream, mixed, and write-centric workloads.

"The Solidigm D7-PS1010 and D7-PS1030 SSDs were meticulously engineered to meet the increasingly demanding IO requirements across a range of workloads such as general-purpose servers, OLTP, server-based storage, decision support systems and AI/ML," said Greg Matson, Senior Vice President of Strategic Planning and Marketing at Solidigm. "In a world where every watt counts, these drives are PCIe 5.0 done right, not only delivering industry-leading four-corner performance, but also up to 70% better energy efficiency compared to similar drives by other manufacturers."

KIOXIA America, Inc. will showcase a prototype broadband SSD with an optical interface for next-generation data centers at the FMS: the Future of Memory and Storage conference, being held in Santa Clara, California from August 6 to August 8. By replacing the electrical wiring interface with an optical interface, this SSD technology allows for greater physical distance between the compute and storage devices, slims down wiring and delivers high flexibility to data center system designs and applications—all while maintaining energy efficiency and high signal quality.

By adopting an optical interface, it becomes possible to aggregate individual components that make up systems, such as SSDs and CPUs, and seamlessly interconnect them. This furthers the evolution of a disaggregated computing system that can efficiently utilize resources according to a specific workload. Additionally, with its high signal integrity, the optical interface may enhance high-performance compute (HPC) environments, such as in supercomputers, cloud based-HPC and even applications in outer space.

Micron Technology, Inc., today announced it is the first to develop PCIe Gen 6 data center SSD technology for ecosystem enablement as part of a portfolio of memory and storage products to support the broad demand for AI. Addressing these demands, Raj Narasimhan, senior vice president and general manager of Micron's Compute and Networking Business Unit, will present a keynote at FMS titled, "Data is at the heart of AI: Micron memory and storage are fueling the AI revolution," on Wednesday, Aug. 7, at 11:00 a.m. Pacific time. The session will focus on how Micron's industry-leading products are impacting AI system architectures while enabling faster and more power-efficient solutions to manage vast data sets.

At FMS, Micron will demonstrate that it is the first to develop a PCIe Gen 6 SSD for ecosystem enablement, once again showcasing its storage technology leadership. By making this technology — which delivers sequential read bandwidths of over 26 GB/s — available to partners, Micron is kickstarting the PCIe Gen 6 ecosystem. This achievement builds on Micron's recent announcement of the world's fastest data center SSD, the Micron 9550, and further bolsters Micron's leadership position in AI storage.

AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2024 of $5.8 billion, gross margin of 49%, operating income of $269 million, net income of $265 million and diluted earnings per share of $0.16. On a non-GAAP(*) basis, gross margin was 53%, operating income was $1.3 billion, net income was $1.1 billion and diluted earnings per share was $0.69.

"We delivered strong revenue and earnings growth in the second quarter driven by record Data Center segment revenue," said AMD Chair and CEO Dr. Lisa Su. "Our AI business continued accelerating and we are well positioned to deliver strong revenue growth in the second half of the year led by demand for Instinct, EPYC and Ryzen processors. The rapid advances in generative AI are driving demand for more compute in every market, creating significant growth opportunities as we deliver leadership AI solutions across our business."

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today launched the Marvell Structera product line of Compute Express Link (CXL) devices that enable cloud data center operators to overcome memory performance and scaling challenges in general-purpose servers.

To address memory-intensive applications, data center operators add extra servers to get higher memory bandwidth and higher memory capacity. The compute capabilities from the added processors are typically not utilized for these applications, making the servers inefficient from cost and power perspectives. The CXL industry standard addresses this challenge by enabling new architectures that can efficiently add memory to general-purpose servers.

Micron Technology, Inc., today announced availability of the Micron 9550 NVMe SSD - the world's fastest data center SSD and industry leader in AI workload performance and power efficiency. The Micron 9550 SSD showcases Micron's deep expertise and innovation by integrating its own controller, NAND, DRAM and firmware into one world-class product. This integrated solution enables class-leading performance, power efficiency and security features for data center operators.

The Micron 9550 SSD delivers best-in-class performance with 14.0 GB/s sequential reads and 10.0 GB/s sequential writes to provide up to 67% better performance over similar competitive SSDs and enables industry-leading performance for demanding workloads such as AI. In addition, its random reads of 3,300 KIOPS are up to 35% better and random writes of 400 KIOPS are up to 33% better than competitive offerings.

Samsung Electro-Mechanics (SEMCO) today announced a collaboration with AMD to supply high-performance substrates for hyperscale data center compute applications. These substrates are made in SEMCO's key the technology hub in Busan and the newly built state of the art factory in Vietnam. Market research firm Prismark predicts that the semiconductor substrate market will grow at an average annual rate of about 7%, increasing from 15.2 trillion KRW in 2024 to 20 trillion KRW in 2028. SEMCO's substantial investment of 1.9 trillion KRW in the FCBGA factory underscores its commitment to advancing substrate technology and manufacturing capabilities to meet the highest industry standards and the future technology needs.

SEMCO's collaboration with AMD focuses on meeting the unique challenges of integrating multiple semiconductor chips (Chiplets) on a single large substrate. These high-performance substrates, essential for CPU/GPU applications, offer significantly larger surface areas and higher layer counts, providing the dense interconnections required for today's advanced data centers. Compared to standard computer substrates, data center substrates are ten times larger and feature three times more layers, ensuring efficient power delivery and lossless signal integrity between chips. Addressing these challenges, SEMCO's innovative manufacturing processes mitigate issues like warpage to ensure high yields during chip mounting.

Cornelis Networks, a leading independent provider of intelligent, high-performance networking solutions, today announced the appointment of Lisa Spelman as its new chief executive officer (CEO), effective August 15. Spelman joins Cornelis from Intel Corporation, where she held executive leadership roles for more than two decades, including leading the company's core data center business. Spelman will succeed Philip Murphy, who will assume the role of president and chief operating officer (COO).

"Cornelis is unique in having the products, roadmap, and talent to help customers address this issue. I look forward to joining the team to bring their innovations to even more organizations around the globe."

With a market capitalization of USD $3.34 trillion, NVIDIA has beaten Microsoft to become the world's most valuable company. The company's valuation doubled year-over-year, thanks to its meteoric rise as the preeminent manufacturer of AI accelerator chips that's in a dominant position to support the productization and mainstreaming of generative AI, and the company only expects further growth of the AI acceleration industry. Chris Penrose, global head of business development for telecom at NVIDIA, speaking at an event in Copenhagen, said "The generative AI journey is really transforming businesses and telcos around the world," he said. "We're just at the beginning." BBC notes that eight years ago, NVIDIA was worth less than 1% of its current valuation.

In the most recent quarterly result, Q1 fiscal 2025, NVIDIA posted a revenue of $26 billion, with the Data Center business handling the company's AI GPUs making up the lion's share of it, at $22.6 billion. The Gaming and AI PC segment, which handles the GeForce GPU product line that used to be NVIDIA's main breadwinner until a few years ago, made just $2.6 billion, in stark contrast. This highlights that NVIDIA is now mainly a data center acceleration hardware company that happens to sell visual compute products on the side, along with a constellation of smaller product lines such as robotics and automobile self-driving hardware. With NVIDIA at the number-1 spot, the top-5 most valuable companies in the world are all American tech giants—NVIDIA, Microsoft, Apple, Alphabet (Google), and Amazon. The other companies in the top-10 list include Meta and Broadcom.

TYAN, an industry leader in server platform design and a subsidiary of MiTAC Computing Technology Corporation, brings its latest AMD EPYC server platforms to the COMPUTEX 2024, Booth # M1120 in Taipei, Taiwan from June 4 to June 7.

"With the advanced capabilities of 4th Gen AMD EPYC Processors, TYAN's AMD EPYC server platforms deliver optimized performance for modern data centers and large-scale AI/HPC infrastructure, ensuring high energy efficiency and robust security," said Rick Hwang, President of MiTAC Computing Technology Corporation. "For the group of smaller businesses and dedicated hosters, TYAN offers AMD EPYC 4004 CPU-based servers that provide cost-effective, user-friendly solutions with enterprise-grade reliability, scalability, and security."

The subsidiary of MiTAC Holdings Corp, MiTAC Computing Technology and its server brand TYAN, the leading manufacturer in server platform design worldwide, unveil their new server systems and motherboards optimized for today's AI, HPC, cloud, and enterprise workloads at COMPUTEX 2024, Booth # M1120 in Taipei, Taiwan from June 4 to June 7. Harnessing the power of the latest Intel Xeon 6 processor and 4th and 5th Gen Intel Xeon Scalable processors, these solutions deliver cutting-edge performance.

"For over a decade, MiTAC has worked with Intel at the forefront of server technology innovation, consistently delivering cutting-edge solutions tailored for AI and high-performance computing (HPC). The integration of Intel's latest Xeon 6 processors into our MiTAC and TYAN server platforms transforms computational capabilities, significantly enhancing AI performance, boosting efficiency, and scaling cloud operations. These advancements empower our customers with a competitive edge through superior performance and optimized total cost of ownership," said Rick Hwang, President of MiTAC Computing Technology Corporation.

MiTAC Computing Technology and its server brand TYAN, the leading manufacturer in server platform design worldwide, unveil their new server systems and motherboards optimized for today's AI, HPC, cloud, and enterprise workloads at COMPUTEX 2024, Booth # M1120 in Taipei, Taiwan from June 4 to June 7. Harnessing the power of the latest Intel Xeon 6 processor and 4th and 5th Gen Intel Xeon Scalable processors, these solutions deliver cutting-edge performance.

"For over a decade, MiTAC has worked with Intel at the forefront of server technology innovation, consistently delivering cutting-edge solutions tailored for AI and high-performance computing (HPC). The integration of Intel's latest Xeon 6 processors into our MiTAC and TYAN server platforms transforms computational capabilities, significantly enhancing AI performance, boosting efficiency, and scaling cloud operations. These advancements empower our customers with a competitive edge through superior performance and optimized total cost of ownership." said Rick Hwang, President of MiTAC Computing Technology Corporation.

MSI, a leading global server provider, will introduce its latest server platforms based on the 4th Gen AMD EPYC processors at Computex 2024, booth #M0806 in Taipei, Taiwan, from June 4-7. These new platforms, designed for growing cloud-native environments, deliver a combination of performance and efficiency for data centers.

"Leveraging the advantages of 4th Gen AMD EPYC processors, MSI's latest server platforms feature scalability and flexibility with new adoption of CXL technology and DC-MHS architecture, helping data centers achieve the most scalable cloud applications while delivering leading performance," said Danny Hsu, General Manager of Enterprise Platform Solutions.